It's Jake from...

Driving growth through financial strategy, operational leadership, and data-driven decision-making.

About me

I turn complex financial and operational data into business strategy.

I’m a finance and operations leader with a passion for solving complex business challenges through data, strategy, and collaboration. Over the past 12+ years, I’ve led budgeting, forecasting, strategy, and business performance initiatives for large-scale real estate organizations and multi million-dollar assets.


I enjoy building teams and systems that improve efficiency, uncover insights, and support smarter decision-making. Whether leading teams, creating financial models, or presenting strategic recommendations to executives and investors, my focus is always on creating measurable impact.

My Journey

From Intern to Senior Director

Senior Director

PeakMade Real Estate – University Center

Lead strategy, financial planning, and operational performance for University Center, a 1,732-bed student housing community. Responsible for budgeting, forecasting, capital planning, executive reporting, and cross-functional leadership across operations, sales, and technology. (2022-Current)

Director of Sales & Operations

PeakMade Real Estate – University Center

Managed financial reporting, operational improvements, and strategic initiatives that increased efficiency, enhanced client experience, and supported revenue growth. Negotiated complex client and vendor agreements supporting long-term business objectives. (2018-2022)

Dir. of Housing & Conference

PeakMade Real Estate – University Center

Led the operational and financial transition through a change in ownership and management, ensuring continuity and stability. Navigated complex client relationships while supporting forecasting, contract analysis, and implementation of new systems and accounting processes. (2017-2018)

Asst. Director of Conference

CBRE, INC. – University Center

Exceeded department revenue goals by 23% while developing financial reporting tools and dashboards that transformed large datasets into actionable insights. Delivered operating, financial, and performance reporting to support management decision-making and year-end analysis. (2015-2017)

Conference Sales Associate

CBRE, INC. – University Center

Exceeded annual sales goals by 29% while managing the full sales cycle, including prospecting, contracting, and client retention. Responded to RFPs and developed tailored proposals to meet client needs and drive revenue growth. (2014-2015)

Conference Intern

US Equities Realty – University Center

Managed front desk operations and ensured positive guest and client experiences. Developed new processes to increase operational efficiency.

My Skill Set

Leadership

Led multi-level teams across operations, sales, and technology. Known for building alignment between departments, developing talent, and fostering collaboration that improves execution and overall organizational performance.

Strategy Development

Experienced in developing and executing business strategy across finance, operations, and sales. Focused on connecting long-term goals to day-to-day execution, aligning cross-functional teams, and driving measurable outcomes.

P&L Ownership

Direct responsibility for full P&L performance, including budgeting, forecasting, month end accounting, and variance analysis. Consistently focused on improving profitability and aligning results with business goals.

Modeling & Data Analysis

Advanced Excel user with experience building financial models, dashboards, and reports. Able to transform large, complex datasets into actionable reporting tools that improve visibility, forecasting accuracy, and decision-making.

Systems Integration

Experienced in evaluating and improving business systems to enhance accuracy, efficiency, and scalability. Focused on integrating tools and processes across teams to streamline workflows, reduce manual work, and improve access to reliable data for decision-making.

Continuous Improvement

Focused on identifying inefficiencies and implementing practical, scalable improvements across processes and systems. Known for driving incremental changes that enhance performance, reduce friction, and improve overall organizational effectiveness over time.

My Strengths

The top 5 according to CliftonStengths

Relator

I enjoy close relationships with others. I find deep satisfaction in working hard with friends to achieve a goal.

Analytical

I search for reasons and causes. I have the ability to think about all of the factors that might affect a situation.

Strategic

I create alternative ways to proceed. Faced with any given scenario, I can quickly spot the relevant patterns and issues.

Focus

I can take a direction, follow through and make the corrections necessary to stay on track. I prioritize, then act.

Achiever

I work hard and possess a great deal of stamina. I take immense satisfaction in being busy and productive.

Outside the Office

There is more to life…

Family

My family is the driving force behind all that I do. They keep me motivated and push me to strive for more, while also keeping me grounded.

Cycling

Commutes to the office, group rides, triathlon, overnight long haul trips, or family ice cream cruises–life is just better on two wheels.

Community

I embrace the phrase, “Be the community you want to be part of.” Whether it is coaching youth sports, hosting neighborhood events, or starting a local Dad’s Night Out group, I believe in building a strong sense of community.

Let’s Chat